See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,688 | $64,307-75.6% | $57,343-72.6% | $125,391-87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.42% | 25.12%-22.7pp | 24.39%-22.0pp | 282.22%-279.8pp |
| Employer contribution / active EE | $326 | $3,193-89.8% | $2,689-87.9% | $4,866-93.3% |
| Participant deferral / active EE | $326 | $3,848-91.5% | $3,162-89.7% | $5,352-93.9% |
| Admin fee / account holder | $296 | $5,242-94.3% | $3,356-91.2% | $9,540-96.9% |